$150

Financial Planning through Divorce

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Location

WealthSource Partners Office

9155 E. Nichols Ave., Suite 175

Centennial, CO 80112

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Event description

Description

Divorce is expensive with or without an attorney. Learn how to make it LESS expensive and save what you have!

This class equips individuals going through divorce with the financial information needed to transition through the process and save money along the way. Participants will have a better understanding of how financial decisions made can affect their future down the road. Critical topics such tax withholding evaluations, possible quarterly income tax payments or how to avoid tax penalties from distributions among others will be discussed.

Rebuilding for a healthier and stronger tomorrow, starts today.

Agenda

  • Divorce Options and Process - various methods and procedures

  • Budgeting- why it's important and what items are typically left out

  • Spousal and Child Support - structure and tax implications

  • Asset Differences - understanding the real value of an asset

  • Cash Needs - importance of planning early to avoid tax penalties

  • Transfer of Assets - process for transferring assets and avoiding mistakes

  • Refinancing/Buying a Home - divorce requirements, planning before final decree

  • Tax Filings - understanding income tax changes, what to expect and how to prepare

  • Evaluating a Settlement - what financial items should not be left out

  • After it's Final - Is it done? Don't forget these issues!


Limited seats available. Sign up early! Class will be held monthly.

Disclosure: Through the services of A.M. Financial, fee-for-service business is provided to assist clients with financial divorce transitioning. Through WealthSource Partners, fee-only services are offered including financial planning and asset management. Due to this relationship, a vested interest in directing business to WealthSource Partners exists. All fees derived from A.M. Financial or WealthSource Partners are charged separately and independently for services rendered through either entity.
A.M. Financial is not authorized to render legal advice or prepare legal documentation, prepare or amend the filing of personal income, gift, or estate tax returns or serve as a trustee. Clients are encouraged to seek competent legal, tax and trustee assistance for these services.
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Location

WealthSource Partners Office

9155 E. Nichols Ave., Suite 175

Centennial, CO 80112

View Map

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